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3 contributions to RIA Operators
Mar 13 in
Advisory Review Meeting via email
Has anyone completed an advisory review via email (ex: for clients who don’t respond)? If so, do you have a template that you use and could share?
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New comment Mar 19
Feb 27 in
Start Here
*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
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New comment 14d ago
0 likes • Mar 5
Hello! I'm Jennifer and I'm originally from Oklahoma City, OK (Go Sooners!), living in Orlando for the past 4 years. I moved here from Chicago at the beginning of the Covid pandemic and worked remotely for the Chicago firm until May 2023. I recently reconnected with a former co-worker/advisor in Oklahoma and have been working remotely for her since October. My biggest pain point is not knowing where to start because she has a hard time delegating and has the mentality that it's easier & quicker if she does it herself. I am wanting to take a deeper dive into creating and managing processes, as well as using Redtail to be more efficient.
Mar 5 in
Meeting Follow Up/Handoffs to Virtual Assistant
Hi! I am working remotely for an advisor and this is her first time using a VA so we've had a few bumps in the road with regards to tasks that need to be completed post-meeting. Can any advisors share how they handle the meeting follow up? We currently use Redtail CRM and are getting our feet wet with Asana, PreciseFP and AssetMap. And also, I'm looking for a form that an advisor could use that could tell me what accounts need to be opened.
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New comment Mar 28
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@jennifer-cook-5491
Dynamic Registered Investment Associate with twenty years' experience in working with clients of all levels and backgrounds.
Active 221d ago
Joined Jul 13, 2023
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